See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,808 | $111,754-49.2% | $103,333-45.0% | $145,922-61.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.61% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $4,043 | $4,212-4.0% | $3,868+4.5% | $4,660-13.2% |
| Participant deferral / active EE | $3,340 | $5,619-40.6% | $5,057-34.0% | $6,688-50.1% |
| Admin fee / account holder | $1,137 | $9,750-88.3% | $8,355-86.4% | $13,397-91.5% |